Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lloyd Knous is a financial advisor with over 12 years of experience in the industry. Robert is registered with Osaic Wealth, Inc. and has a Series 7TO, Series 6, Series 63, and Series 65 license. Robert has experience providing financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Robert has also been affiliated with Securities America, Inc. and Sunset Financial Services, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
06/14/2024 - Present
Osaic Wealth, Inc. (SOUTHLAKE TX)
TX
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (SOUTHLAKE TX)
TX
09/05/2012 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (SOUTHLAKE TX)
IA
Issued 10/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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